Customer-Based Operations

As opposed to product-based operations that focus on transactions and the data and content they generate, customer-based operations involve the management of relationships with customers. “Know Your Customer” (KYC) initiatives, acquisition campaigns, and loyalty programs all rely on the effective management of customer-related content. From simple identity information (name, address, phone number) to more complex, behavioral data (buying patterns, transaction frequency, etc.), content assists financial service providers in understanding their customers and building better, more profitable relationships.

Enterprise Content Management (ECM) solutions from Open Text for customer-based operations deliver this functionality with the following components:

Supplemented by Business Content (e.g., predefined workflows) to give you a head-start in configuring workstreams and processes, コンサルティングサービス, トレーニング and サポート tailored to meet your requirements.

 
 

Meet your Business Goals

Offer 24x7 customer self-service

Improve service levels

Reduce administration, improve business processes

Reduce costs for different processing methods

 
 

Key Performance Indicators

Cost-to-income ratio

Degree of Straight Through Processing (STP)

 

 

How can we help?

 

 

Open Text ECM Suite

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